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Nov 16, 2023
11/23
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. >> yeah, but i want to see a follow-through, because i remember when president obama met xi and he said he wasn't going to go down to the south china sea and literally a week later went to the south china sea. i want to see a cessation of this taunting in the philippines. i want to see a recognition that not -- i know he's never going to say taiwan is a sovereign state, but a recognition that, look, we're not going to do these flyovers i mean, i think the flyovers are obnoxious and should end i felt like if this had gotten more out of control, that we should put troops there, but i know that's not our posture. >> broad retail weakness, jim. dollar general, costco, walmart, of course, is the story, but dollar tree. etsy is also in there. >> it's so indiscriminate. costco's table -- if you think that brian cornell is right about the consumer and there's all these different reservations, then you should be buying costco. but again, costco is at a high these stocks were at highs and there's going to be rotation into other places that are not doing as well. i find this is a market that
. >> yeah, but i want to see a follow-through, because i remember when president obama met xi and he said he wasn't going to go down to the south china sea and literally a week later went to the south china sea. i want to see a cessation of this taunting in the philippines. i want to see a recognition that not -- i know he's never going to say taiwan is a sovereign state, but a recognition that, look, we're not going to do these flyovers i mean, i think the flyovers are obnoxious and...
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Nov 7, 2023
11/23
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. >> the highest numbers to donald trump and michelle obama at 37% and 42%. so we asked for two, they don't add up to 100%, but joe biden only coming in with 25%, same as kamala harris. and robert kennedy jr. might do better with the economy than ron desantis according to the young people in america. that's where we are. >> you know, it comes up a lot with me, i know it does with you as well, continued, even though treasury rates are down in the 10-year at this point the fiscal situation, concern about deficits is not going away. to that all is well. any of these candidates, if they were to be president work have to -- is going to have to deal with significantly deteriorating situation. >> if the economy is deteriorating they have to deal with a situation they can't go to the playbook and stimulate and pump money into the economy because we have this increasingly dire fiscal situation that did not get fixed during a time of full employment. >> right. >> and strong gdp growth. yeah. that's a problem. but the market is not screaming anymore about deficits. we'r
. >> the highest numbers to donald trump and michelle obama at 37% and 42%. so we asked for two, they don't add up to 100%, but joe biden only coming in with 25%, same as kamala harris. and robert kennedy jr. might do better with the economy than ron desantis according to the young people in america. that's where we are. >> you know, it comes up a lot with me, i know it does with you as well, continued, even though treasury rates are down in the 10-year at this point the fiscal...
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Oct 18, 2023
10/23
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holding a hearing regarding jack lew's nomination as ambassador to israel, serving under president obama. he told senators today that he would work to, quote, insure israel has what it needs to defend itself. >>> a veto after resolution that called for humanitarian pauses in the war between israel and hamas to allow aid access in gaza. the u.s. ambassador said they are doing work on the ground and want to see that diplomatic play out. they called for an immediate ceasefire to allow aid into the region. scott, back to you. >> kristina, thank you. >>> coming up, turbulence in the transports. united airlines, j.b. hunt, other stocks within the space are down big. we do have ownership on the desk. we trade it next. when you think of investment risk, do you consider climate risk? changing weather patterns are impacting the way we live and the value of businesses large and small. this can mean disruption to supply chains, changing demand for products and shifting regulation. what does this mean for your business, your clients, and your investments? ice offers data and markets that can provide
holding a hearing regarding jack lew's nomination as ambassador to israel, serving under president obama. he told senators today that he would work to, quote, insure israel has what it needs to defend itself. >>> a veto after resolution that called for humanitarian pauses in the war between israel and hamas to allow aid access in gaza. the u.s. ambassador said they are doing work on the ground and want to see that diplomatic play out. they called for an immediate ceasefire to allow aid...
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Oct 13, 2023
10/23
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and a former obama official says it's time for the government to step in and curb their rise. he's here with his proposal to lower rates by a full point. the dow has been fluctuating. up 327 at the highs, up 67 right now. s&p is down 15. nasdaq is down 1%. this despite lower yields across the board. today, the ten-year down seven basis points from yesterday's close, around 4.63. as for bank earnings this morning, shares all higher on stronger than expected results, but well off the highs. jp and wells fargo a little more than 3% up. the ceo jimmy diamond noting it was overearning and he expecting that to normalize over time. pnc, shares are lower by almost 4% after missing on the top line. they beat earnings estimates, but, again, their loan loss provisions came in at half the estimates. by the way, it wasn't just them, the big banks did this, as well. and financials are where we kick it off today. my next guest says he's bullish on the big banks, especially goldman sachs. also with us, let's bring in frances donald, w. out with a recession call today. that won't help bank sha
and a former obama official says it's time for the government to step in and curb their rise. he's here with his proposal to lower rates by a full point. the dow has been fluctuating. up 327 at the highs, up 67 right now. s&p is down 15. nasdaq is down 1%. this despite lower yields across the board. today, the ten-year down seven basis points from yesterday's close, around 4.63. as for bank earnings this morning, shares all higher on stronger than expected results, but well off the highs....
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Oct 11, 2023
10/23
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mission to the united nations under the obama administration and a former spokesperson for terrorism and financial intelligence at the treasury department. thank you very much for being with us. you have pointed out that in the past, hamas has taken actions which it can somehow put a fig leaf on, ie, that their motivation was to hopefully affect some positive change for people in gaza and for palestinians in the broader context. but you also point out that this has never, ever, never worked. that the terrorism has never achieved any goal such as that. why did hamas do what it did on saturday? what in the world could their goal be other than simply to sow horror and terror? >> i think the first part maybe needs a little bit more clarification. hamas is a terrorist organization only. full stop. through and through. i worked in counter terrorist financing. hamas was within in my portfolio for a couple of years and that is their motivation. they're a terror organization. their purpose is to create one islamic state including the west bank and gaza. the way they try to achieve that goal i
mission to the united nations under the obama administration and a former spokesperson for terrorism and financial intelligence at the treasury department. thank you very much for being with us. you have pointed out that in the past, hamas has taken actions which it can somehow put a fig leaf on, ie, that their motivation was to hopefully affect some positive change for people in gaza and for palestinians in the broader context. but you also point out that this has never, ever, never worked....
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Jun 16, 2023
06/23
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including one that starts with a digital ordering platform is more profitable so that's a real president obamaive i think this pair of positives as they note especially in the upgrade from yesterday has shaken investors and make them take a fresh look at the stock which many had given up on a year ago after some poor performance. i'm feeling more positive about domino's than i have in a very long time. it's still relatively inexpensive. trading at 22 times earnings estimates. historically, that's been a good price for domino's but i got to tell you. if they can get their inconsistent performance to be consistent, then 22 times earnings is a great price to pay. now that things are improving, it might be worth it bottom line. while the next earnings report likely won't be anything special. don't buy it for the next quarter. after these two notes, i'm peopling the domino's stock must be bottoming isn't that what's going on i'm giving you my blessing to pick up a box and the stock, too. leave some room to buy more if it gets hit on the next earnings report because it will probably not be that good of
including one that starts with a digital ordering platform is more profitable so that's a real president obamaive i think this pair of positives as they note especially in the upgrade from yesterday has shaken investors and make them take a fresh look at the stock which many had given up on a year ago after some poor performance. i'm feeling more positive about domino's than i have in a very long time. it's still relatively inexpensive. trading at 22 times earnings estimates. historically,...
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Nov 18, 2022
11/22
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this will all fall to judge edward an obama appointee seven years on the bench since 20112 and it's really been -- he's held his close to the vest so we'll be interested to see what he has to say whether he sends her to prison or sends her directly to prison following the sentencing today or lets her remain free on bond pending appeal, and that appeal, guys, is a certainty >> we know you're going to be tracking it all. scott, thank you very much don't forget to follow and subscribe to our podcast, listen anytime, anywhere, where wherever you download podcasts tech check is back in a moment this... is the planning effect. this is how it feels to know you have a wealth plan that covers everything that's important to you. this is what it's like to have a dedicated fidelity advisor looking at your full financial picture. making sure you have the right balance of risk and reward. and helping you plan for future generations. this is "the planning effect" from fidelity. at humana we believe your healthcare should evolve with you and part of that evolution means choosing the right medicare plan fo
this will all fall to judge edward an obama appointee seven years on the bench since 20112 and it's really been -- he's held his close to the vest so we'll be interested to see what he has to say whether he sends her to prison or sends her directly to prison following the sentencing today or lets her remain free on bond pending appeal, and that appeal, guys, is a certainty >> we know you're going to be tracking it all. scott, thank you very much don't forget to follow and subscribe to our...
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Nov 8, 2022
11/22
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to have mcconnell involved, senator mcconnell is experienced in this, able to strike the deal with obama in 2011 if it's just the house, you get a little dicey. >> andy, thank you very much we shall see we'll know a little more tonight and a lot more by the end of the week andy blocker of invesco, we thank you. >>> tune into cnbc's special business on the ballot coverage. that starts tonight at 7:00 p.m. eastern. we'll discuss the key market issues on the line with this election. >>> coming up, a public view between ftx and we'll have details on what has been some crypto confusion >>> plus, is disney streaming service on a path to profitability? what investors can hear when the company reports earnings after the bell. >>> and before the break take a look at the nasdaq which has now tuedegivafr rn nate te has now tuedegivafr rn nate te rallying more than i promise our relationship will be one of partnership and trust. i am a fiduciary, not just some of the time, but all of the time. 1%. charles schwab is proud to support the independent financial advisors who are passionately dedicated to
to have mcconnell involved, senator mcconnell is experienced in this, able to strike the deal with obama in 2011 if it's just the house, you get a little dicey. >> andy, thank you very much we shall see we'll know a little more tonight and a lot more by the end of the week andy blocker of invesco, we thank you. >>> tune into cnbc's special business on the ballot coverage. that starts tonight at 7:00 p.m. eastern. we'll discuss the key market issues on the line with this election....
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0.0
Nov 7, 2022
11/22
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republicans upon 53 house seats back then, and president obama famously called it a she lacking. 55% of republicans are dissatisfied, but more than a third of democrats gave the economy a negative 589% shows inflation, 38% picked abo abortion that is important, because democrats have been brian, it's clear in the polls data that is voters want change. >> what are you -- you know, you're the experts on this, what are you going to be most closely watching tomorrow and tomorrow night, in temples of kouds, other races, what? >> i think theswing states we've been talking about, those are going to be really important, but i think a crazy dynamic is republicans have been running to the right to ensure they still have the maga base and energy, but they have running toward the center with this new ad out, attacking his gop challenger, senator mark kelly in ace as is out canvassing with republicans. we've seen it in nevada as well so we've seen democrats actively and directly court republicans here, because they know in order to win, they have to appeal to the more moderate ground that's where
republicans upon 53 house seats back then, and president obama famously called it a she lacking. 55% of republicans are dissatisfied, but more than a third of democrats gave the economy a negative 589% shows inflation, 38% picked abo abortion that is important, because democrats have been brian, it's clear in the polls data that is voters want change. >> what are you -- you know, you're the experts on this, what are you going to be most closely watching tomorrow and tomorrow night, in...
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Nov 1, 2022
11/22
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going to change on that and they've been public and said even if it did go to that that would be an obama-level era of regulation we happen already living with and it was fine. the prop 22 or whatever in california, that went decisively in uber's direction in the most liberal state in the country it's very unlikely that if you list the risks for uber that would make sense to be one of the top risks. as far as the up side, this is a company that has more success on their platform than almost any other technology company you can think of they've got the grocery people delivering meals, delivery meals people delivering alcohol. they're going to get to a place they're going to get to 20 this is a service driving subscription so the drivers are happy, the users are happy, cash flow is up, revenue is up, rides are up i don't understand how this stock has a 2 in front of it makes no sense, the market is wrong, i'm right >> so that's your final trade? >> and for tomorrow, too >> that's the earnings headliner. we've got got a big mna headliner, johnson & johnson $16 million enterprise value, $300 a shar
going to change on that and they've been public and said even if it did go to that that would be an obama-level era of regulation we happen already living with and it was fine. the prop 22 or whatever in california, that went decisively in uber's direction in the most liberal state in the country it's very unlikely that if you list the risks for uber that would make sense to be one of the top risks. as far as the up side, this is a company that has more success on their platform than almost any...
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Oct 24, 2022
10/22
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equally >> reporter: there have been efforts over the years they haven't always been successful in the obama administration they tried to prevent registered lobbyists from serving on some of these commissions the lobbyists sued them and fought back saying it was unfair to lobbyists, and they were able to roll back some of the new regulations. every time there's a push, there's a pushback >> eamon javers, pretty incredible investigation there some real journalism and it is much appreciated thank you. >>> all right, up next, the kids are not all right. the latest national scores showing how 30 years of progress in reading and math may have been wiped out during the pandemic isexixomof maybe f se th nt. healthcare should evolve with you and part of that evolution means choosing the right medicare plan for you. humana can help. with original medicare you are covered for hospital stays and doctor office visits but you'll have to pay a deductible for each. a medicare supplement plan can cover your deductibles and coinsurance but you may pay higher premiums and still not get prescription drug cover
equally >> reporter: there have been efforts over the years they haven't always been successful in the obama administration they tried to prevent registered lobbyists from serving on some of these commissions the lobbyists sued them and fought back saying it was unfair to lobbyists, and they were able to roll back some of the new regulations. every time there's a push, there's a pushback >> eamon javers, pretty incredible investigation there some real journalism and it is much...
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0.0
Apr 16, 2019
04/19
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this through legislatively speaking and investors will connect the dots, but it would be around this obama care tax. it's called a health insurer provider fee and there is a bipartisan proposal that is sitting on the table waiting for a legislative vehicle to let it pass through perhaps the debt ceiling bill. if you connect the dots, one could say why would congress pass a bill to delay a tax on a private medicare advantage program if they wanted to, you know, support medicare >> so, you know, what you just said about a 10-1 reward to risk probability here, you've got outperforms on almost all of the stocks from anthem, cigna, cvs, humana and unh among them? >> yeah. anthem, united, in particular, and humana, they're not tied to any kind of deal risk or integration risk and considering where they have been trading you know, they have become very attractive in my view for value or even devalue investors. i think cvs and sigcigna the zoe to play in for value and devalue investors. at this point, i think you can get quality without a whole lot of downside risk if you just pick anthem, humana
this through legislatively speaking and investors will connect the dots, but it would be around this obama care tax. it's called a health insurer provider fee and there is a bipartisan proposal that is sitting on the table waiting for a legislative vehicle to let it pass through perhaps the debt ceiling bill. if you connect the dots, one could say why would congress pass a bill to delay a tax on a private medicare advantage program if they wanted to, you know, support medicare >> so, you...
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Jan 21, 2022
01/22
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spreads laying out some of them are over 20%, and they probably would have went through under president obama or president clinton or definitely george w. bush and donald trump. so something has changed here. it started to really change around the month of june, and it was this idea that once you get too big, not do you have this kind of market power but it starts to affect wages if you look at the comments about the microsoft/activision deal, particularly elizabeth warren in the last couple of days, she is talking about how this will impact workers that is something that will be a big focus in the merger guidelines at the department of justice and federal trade commission start to release in late march >> i was stunned to see activision trading at such a discount to the $95 deal price, probably one of the biggest i can remember that a deal that the only reason anyone could come up with it not clearing is because of its size. >> correct >> you know, i didn't hear a lot of figures cited with microsoft's share in the gaming market there's activision, as you can see, still not moving much from w
spreads laying out some of them are over 20%, and they probably would have went through under president obama or president clinton or definitely george w. bush and donald trump. so something has changed here. it started to really change around the month of june, and it was this idea that once you get too big, not do you have this kind of market power but it starts to affect wages if you look at the comments about the microsoft/activision deal, particularly elizabeth warren in the last couple of...
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1.0
Nov 22, 2021
11/21
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bezos giving money to the obama administration how would you grade them handling these d.c. centric policy decisions and responses >> yeah. look, they seem pretty responsive to all the things that come on to their radar screen you know, across my coverage universe elements of data and privacy or elements of seller information. and we think most of the companies i cover would love to have national solutions to these problems sometimes states, individual states try to do state by state solutions. that's particularly difficult to implement. and the federal government hasn't really tackled as many of these issues on a nationwide scale yet. but it seems like amazon is navigating through that and we don't see any particular head winds. the one area in our own research we've called out is that the regulatory scrutiny on big tech, hasn't impacted pnls has led to a freeze in mna and causing some companies to do more organic growth than inorganic growth v-mna, amazon trying to buy mgm the movie studio and receiving a lot of scrutiny at the ftc we don't see in the anti-trust issues fro
bezos giving money to the obama administration how would you grade them handling these d.c. centric policy decisions and responses >> yeah. look, they seem pretty responsive to all the things that come on to their radar screen you know, across my coverage universe elements of data and privacy or elements of seller information. and we think most of the companies i cover would love to have national solutions to these problems sometimes states, individual states try to do state by state...
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Jan 7, 2021
01/21
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think more about the planet less about profits and please their own investors we saw this under the obama administration when the market completely turned against coal after the epa started cracking down trump wanted to revive the coal industry but by that point there was nothing he could do. as climate change keeps getting worse you have to expect oil and gas will be in the cross hairs this time electric vehicles and hydrogen fuel cells replace them party on if you want to trade the oil stocks now that the crude is back above 50 but remember over time the regulators can crush the demand for oil the same way they crushed the demand for coal. and before that happens, you have to expect money managers will start dumping oil stocks as a statement to show their investors they understand the problem. long term that means we're going from drill baby drill to sell baby sell. in other words, oil is a trade not an investment. it may never be more than that again. i like to say there's always a bull market somewhere. and i promise to try to find it just for you right here on "mad money. i'm jim cra
think more about the planet less about profits and please their own investors we saw this under the obama administration when the market completely turned against coal after the epa started cracking down trump wanted to revive the coal industry but by that point there was nothing he could do. as climate change keeps getting worse you have to expect oil and gas will be in the cross hairs this time electric vehicles and hydrogen fuel cells replace them party on if you want to trade the oil stocks...
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Dec 21, 2020
12/20
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what does it mean for agco to have a president who pretty much embraces the way president obama was verses president trump a very america's first that may not be good for agco >> and of course companies like us and our peers, it is not only about product because we manufacture our products where the customers are and the markets are. it is about components we are multi brand company but we share components and they come all over the world. now different sanctions come in, that's always differenicult. >> what are you going to do now, martin in. >> the other one is a very exci exciting news, germany the company i always call it lindee, i am excited to be op then thei board. i am the chairman, with a complicated name american institute of contemporary studies we want to advise the media and politicians and business and german american relationship >> i hope you tell steve we love what he did with hydrogen. you know that better than anyone >> it is the best when it comes to hydrogen. they started very early. martin, congratulations of everything you did for shareholders we wish you the best of
what does it mean for agco to have a president who pretty much embraces the way president obama was verses president trump a very america's first that may not be good for agco >> and of course companies like us and our peers, it is not only about product because we manufacture our products where the customers are and the markets are. it is about components we are multi brand company but we share components and they come all over the world. now different sanctions come in, that's always...
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Dec 10, 2020
12/20
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administration he has chosen vilsack to head the agriculture department, a job he held for eight years of the obama administration biden has also tapped representative marcia fudge to head housing and urban development. susan rice to be director of the white house's domestic policy council. >>> the national weather service says la nina, the weather pattern, should continue through march, driving warmer, drier weather in many areas across the country. however, forecasters now say there's also a higher chance that more neutral weather patterns would emerge in the spring >>> in omaha, a third person has died from injuries in a huge explosion that leveled one house and damaged others >>> and taylor swift has announced her second new album of the pandemic, "evermore" will drop tonight and be accompanied by a video for one of the new songs. swift describes "evermore" as a sister album to "folklore" which she released in july swifties all over the world can hardly wait. i'll send it back to you >> can't say i'm one of them, but i'm happy for the swifties sue, thank you. >>> let's turn back to airbnb as we
administration he has chosen vilsack to head the agriculture department, a job he held for eight years of the obama administration biden has also tapped representative marcia fudge to head housing and urban development. susan rice to be director of the white house's domestic policy council. >>> the national weather service says la nina, the weather pattern, should continue through march, driving warmer, drier weather in many areas across the country. however, forecasters now say...
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47
Dec 4, 2020
12/20
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back to 2016 i think the biden -- variety biden and the obama administration were very much a part of the effort to engage china with carrots into the global trading regime and china without a doubt didn't play by western rules, got a free pass for many years trump responded in a very harsh way by launching a very aggressive so-called trade war, which in my view was both not legitimate and a bad use of time and so what we're left with is while the chinese have been playing along with the trade wars and back and forth of tariffs, they have been quietly consolidating through their initiative the raw materials supply they need to create an integrated economy that will be independent. if we continue on this path of confrontation with china, the likelihood is they are going to shut us out of their consumer economy, which will very soon have 700 million middle-class consumers, more than twice the size of the entire united states of america that is an opportunity for the united states. >> so let's explore that a little built more. china has just recently signed a large trade pact, arguably t
back to 2016 i think the biden -- variety biden and the obama administration were very much a part of the effort to engage china with carrots into the global trading regime and china without a doubt didn't play by western rules, got a free pass for many years trump responded in a very harsh way by launching a very aggressive so-called trade war, which in my view was both not legitimate and a bad use of time and so what we're left with is while the chinese have been playing along with the trade...
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32
Dec 2, 2020
12/20
by
CNBC
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eye 32
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. >> i can't believe where this is training great deal with michelle obama, rogen. i feel dumb because i love the product but just couldn't get behind the product where did they start the listing, 125 i guess that would make it a 200 points >> don't miss options action on friday at 5:30 p.m and speaking of spotify, we will have evolve live stream. register to join us. up next, final trade turn on my tv and boom, it's got all my favorite shows right there. i wish my trading platform worked like that. well have you tried thinkorswim? this is totally customizable, so you focus only on what you want. okay, it's got screeners and watchlists. and you can even see how your predictions might affect the value of the stocks you're interested in. now this is what i'm talking about. yeah, it'll free up more time for your... uh, true crime shows? british baking competitions. hm. didn't peg you for a crumpet guy. focus on what matters to you with thinkorswim. ♪ ♪ ♪ ♪ and still going for my best. even though i live with a higher risk of stroke due to afib... ...not caused
. >> i can't believe where this is training great deal with michelle obama, rogen. i feel dumb because i love the product but just couldn't get behind the product where did they start the listing, 125 i guess that would make it a 200 points >> don't miss options action on friday at 5:30 p.m and speaking of spotify, we will have evolve live stream. register to join us. up next, final trade turn on my tv and boom, it's got all my favorite shows right there. i wish my trading platform...
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0.0
Nov 23, 2020
11/20
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he severed as aizeder and deputy secretary of state under the obama administration "the wall street journal" describing him as a foreign policy centrist whose priorities would include rebuilding u.s. relationships around the globe, but after four years of america first policies is rebuilding our global alliances a better way to confront china or will it actually blunt our ability to do so let's bring in the chief strategist at the clack tower group. marco, great to have you back. going back to 2012 you wrote about this new cold war between the u.s. and china long before many others came to the same conclusion what do you expect happens, and, again, for all the american multi-nationals listening to this right now, what is a biden administration most likely to bring? is it going to be it the appearance of calm but a deterioration of america's strength in this relationship? >> well, i think there's only so much that policy-makers can do to reduce their constraints, and i think appointing tony blinken is a good step towards mitigating some of the constraints that the biden administration is goi
he severed as aizeder and deputy secretary of state under the obama administration "the wall street journal" describing him as a foreign policy centrist whose priorities would include rebuilding u.s. relationships around the globe, but after four years of america first policies is rebuilding our global alliances a better way to confront china or will it actually blunt our ability to do so let's bring in the chief strategist at the clack tower group. marco, great to have you back....
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Nov 18, 2020
11/20
by
CNBC
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up, we'll speak with the ceo financial adviser at lazzard and former media director under president obama, and the disconnect between the stock market and the economy yields ticking higher today. they've been up and down during this session 0.88 currently before we talk about tax-smart investing, what's new? -audrey's expecting... -twins! ♪ we'd be closer to the twins. change in plans. at fidelity, a change in plans is always part of the plan. and sweetie can coloryou just be... gentle with the pens. okey. okey. i know. gentle..gentle new projects means new project managers. you need to hire. i need indeed. indeed you do. the moment you sponsor a job on indeed you get a short list of quality candidates from our resume database so you can start hiring right away. claim your seventy five dollar credit, when you post your first job at indeed.com/home. >> welcome back. time now for a cnbc news update with sue herera. hi, everybody. >> here's what's happening at this hour. this, as election officials work to finish the state's hand recount by tonight's midnight deadline. >>> massachusetts go
up, we'll speak with the ceo financial adviser at lazzard and former media director under president obama, and the disconnect between the stock market and the economy yields ticking higher today. they've been up and down during this session 0.88 currently before we talk about tax-smart investing, what's new? -audrey's expecting... -twins! ♪ we'd be closer to the twins. change in plans. at fidelity, a change in plans is always part of the plan. and sweetie can coloryou just be... gentle with...
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Nov 17, 2020
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you led the fight against aids in the obama administration. obviously therapeutics were key there. are we focusing as a country on getting the therapeutic out, as well as the vaccines >> we are focused on that. i think you are right to identify it as a critical contributor to containing the spread of the epidemic in that ineffectivity is affected by the amount of virus that an individual carries that's decreased with many of the therapeutic interventions and will affect spread so therapy is for those who are already infected but it also may play a role in decreasing the amount of spread in the community gonzalonce thoe people who are infected are initiated on treatment the remdesivir, the dexamethasone, the monoclonal antibodies have all had targets with specific populations, usually by age that we see a better, different effect in. and we have gotten much better at identifying those individuals who will benefit from these therapeutic interventions when they first introduce themselves to the delivery system death rates have dropped in part because of that. but also the shift in who
you led the fight against aids in the obama administration. obviously therapeutics were key there. are we focusing as a country on getting the therapeutic out, as well as the vaccines >> we are focused on that. i think you are right to identify it as a critical contributor to containing the spread of the epidemic in that ineffectivity is affected by the amount of virus that an individual carries that's decreased with many of the therapeutic interventions and will affect spread so therapy...
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Nov 10, 2020
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the supreme court hears argument regarding obama care there is betting that hospital stocks could have a lot to gain or lose. mike, take it away >> we are looking at community health, the operator from tennessee. right now the market is implying it will move more than 25% by the end of the year. some could have been profit taking given the fact that the stock rose and fell 10% today. so they may be expecting a pause before we get to the volatility that led us here today >> options action is friday at 5:30 >>> alibaba, are our investors buying this hype and the twitter poll tim says it's time to buy boeing do you agree ♪ ♪ ♪ ♪ ♪ ♪ ♪ eye of the tiger >> katy perry. it is? it does not look like katy perry. that is her performing oh, there she is alibaba shares were down today 8% in today's session. >> there are a couple of things going on the chinese government, the negative is that the chinese government is trying to rule out monopolistic behavior. i think the chinese government is the one putting the most headwind on that space i would avord it >> katy looks different with
the supreme court hears argument regarding obama care there is betting that hospital stocks could have a lot to gain or lose. mike, take it away >> we are looking at community health, the operator from tennessee. right now the market is implying it will move more than 25% by the end of the year. some could have been profit taking given the fact that the stock rose and fell 10% today. so they may be expecting a pause before we get to the volatility that led us here today >> options...
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Nov 10, 2020
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years when there were problems, particularly coming to agreement on budget matters, president obama sent joe biden up to the hill and sat down with mitch mcconnell and the two of them being senate tacticians figured out a way to get something done can you have a revival of that, and that's -- that has been at least a productive lineup in the past. >> well, it's fascinating. you do point to several areas that investors could care about where we could see some progress appreciate it. thanks for joining us today. >> thank you >> jerry seib with "the wall street journal." >>> still ahead here on "the exchange," his name may not be on your radar, but he's one of the biggest names in the investing world and deal-making world. we'll speak to the founder of lando behalfo about his record fund-raising amidst a pandemic and what they thinks about technology these days. >>> and we're monitoring apple's one more thing event and possible more announcements. the stock is relatively unmoved by the moves we've had today, and as we check on that, let's also take a look, there's apple shares fraction
years when there were problems, particularly coming to agreement on budget matters, president obama sent joe biden up to the hill and sat down with mitch mcconnell and the two of them being senate tacticians figured out a way to get something done can you have a revival of that, and that's -- that has been at least a productive lineup in the past. >> well, it's fascinating. you do point to several areas that investors could care about where we could see some progress appreciate it. thanks...
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Nov 9, 2020
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tom frieden, former cdc director under president obama. how big of a step forward do you see this announcement today from pfizer in getting us out of this pandemic >> well, this is really good news and frankly, 90% is higher than we had anticipated and higher even than we had hoped that's much more effective than any flu vaccine. bull there are important caveats. this is still preliminary data we haven't seen the data we don't know if it works in all age groups including especially the elderly, who had less adverse reactions so you think that may mean they also have less protection. and we don't know how long the protection will last so it's good news not just for pfizer, but for vaccines generally. if one vaccine works it is likely others will work as well. so too soon to be certain this is great theus but encouraging. >> does it strength ena view that the u.s. will reach some form of heard immune by the end of next year >> we are going to have to continue public health measures over the winter. the vaccine is going to be get rolled out o
tom frieden, former cdc director under president obama. how big of a step forward do you see this announcement today from pfizer in getting us out of this pandemic >> well, this is really good news and frankly, 90% is higher than we had anticipated and higher even than we had hoped that's much more effective than any flu vaccine. bull there are important caveats. this is still preliminary data we haven't seen the data we don't know if it works in all age groups including especially the...
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Nov 6, 2020
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how would it be different than the last time we saw mitch mcconnell under an obama-biden administration >> the that's a great question you know, the one thing i know for sure because i witnessed it myself foreclose 240 years is the relationship that joe biden and mitch mcconnell have had it's been a relatively close one. even given their partisan differences. i think they start at least with an opportunity to open the line of communication i hope that's possible given the very narrowness of the majority, however it turns out, there's almost an essential requirement that the parties work together and that we fine some consensus trent lott and i were in that position in 2000 we had a 50-50 senate. the only way we could move forward and congress assert itself and be a full fledge player is for us to have a consensus required to have a congressional position >> tom, you're talking about consensus and the senate was certainly structured and designed to be a great deliberative body. many argue at this point it's broken and turned into more of a blunt instrument i think there are more concerns
how would it be different than the last time we saw mitch mcconnell under an obama-biden administration >> the that's a great question you know, the one thing i know for sure because i witnessed it myself foreclose 240 years is the relationship that joe biden and mitch mcconnell have had it's been a relatively close one. even given their partisan differences. i think they start at least with an opportunity to open the line of communication i hope that's possible given the very narrowness...
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Nov 4, 2020
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people make fun of obama for eating arugula and make fun of trump for eating mcdonald's. they're complete opposites you look at the market performance under each president. you saw under obama, tech and consumer discretionary, best performing sectors under president trump, best performing sectors, tech and consumer discretionary you see energy, the worst performing sector under president trump, also the worst performing sector under president obama. with all the sectors you look at, you see with the exception of -- you look at all the sectors under president obama and you look at their ranking in performance and then you compare them to president trump and there's no difference of more than two positions in their rankings so, the sector performance under each president has been very similar. it just goes to show, i think, that there's bigger impacts on the market than who we elect in washington >> yeah. that's fascinating you always join us with those kind of stats, paul. we appreciate it thank you very, very much. >> thank you >> talking about the surprising similarities
people make fun of obama for eating arugula and make fun of trump for eating mcdonald's. they're complete opposites you look at the market performance under each president. you saw under obama, tech and consumer discretionary, best performing sectors under president trump, best performing sectors, tech and consumer discretionary you see energy, the worst performing sector under president trump, also the worst performing sector under president obama. with all the sectors you look at, you see...
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Nov 4, 2020
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couldn't do that, but the guy who gave us $2 trillion in reduced spending from what his plans were was obama. >> grover, at the state and local level, particularly with the shortfalls that we're looking at from covid right now, it seems that there's a potential blood bath of layoffs. somewhere. what -- how are you going to pursue that? i know you're against taxes but this is an interesting time. there's a lot of spending that needs to happen and also an employment situation going on. >> yeah. when they passed some of the first three different bailouts and stimulus packages, they put out a lot of money for states. almost all the states got more money and still then they lost in revenue remember there hasn't been much revenue loss at the state and local level. state level -- local level it's mostly property taxes. they're still collecting property taxes from businesses that the governor of michigan has shut down. your pizza place is shut down. you're still paying your property taxes the city is not going without cash if you have high marginal tax rates, then you would see greater drop in reven
couldn't do that, but the guy who gave us $2 trillion in reduced spending from what his plans were was obama. >> grover, at the state and local level, particularly with the shortfalls that we're looking at from covid right now, it seems that there's a potential blood bath of layoffs. somewhere. what -- how are you going to pursue that? i know you're against taxes but this is an interesting time. there's a lot of spending that needs to happen and also an employment situation going on....
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Nov 3, 2020
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in addition, past georgia, mit romney beat president obama there in 2012. president trump beat hillary clinton in georgia four years ago by 5 there is a growing aftfluent in suburban atlanta one of the opponents will be known inside atlanta president trump was in georgia for the last few days in short both sides need the stage. georgia allowed mail-in ballots and early voting for 18 days it reports 3.9 people voted early. that's 90% of votes cast2016 democrats believe they'll lead in the early voting. republicans are betting it all on turnout today and here we go. it's 7:00 on the east coast. 4 p.m. on the west coast i'm shepard smith at cnbc world headquarters and the polls have just closed in these seven states nbc news projects the state of indiana goes to president trump. indiana was likely red before tonight. in 2016 president trump won it by 19 points over hillary clinton and tonight nbc news projects he's won it again first state of the night to the incumbent. the state of georgia, too early to call. too early for a pr
in addition, past georgia, mit romney beat president obama there in 2012. president trump beat hillary clinton in georgia four years ago by 5 there is a growing aftfluent in suburban atlanta one of the opponents will be known inside atlanta president trump was in georgia for the last few days in short both sides need the stage. georgia allowed mail-in ballots and early voting for 18 days it reports 3.9 people voted early. that's 90% of votes cast2016 democrats believe they'll lead in the early...
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Nov 3, 2020
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bernie sanders would love to be named to labor when biden came in under obama, he inherited a lot of economic trouble and his take away was we are opening the economy only and you have to pump more money in than you think you do. there is no consequence for overdoing it, but there is a consequence for underdoing it because you don't have a strong enough economy and workers don't feel content i think i would look for joe biden to, one, move fast i have never seen more people spending time on the transition prepresidency than they have and i would look for him to focus on coronavirus, coronavirus and coronavirus. it allows him time to do what he wants and holds off liberals >> he will be appointing a cabinet and the focus is on some sort after stimulus plan to get us out of the pandemic they will be looking to treasury and labor and how moderate or liberal that might be. are we to assume he is locking to a more moderate appointment to posts >> there are activists to have liberals in the cabinet. i think they will do that, but at the lower level positions who is his chief of staff, who
bernie sanders would love to be named to labor when biden came in under obama, he inherited a lot of economic trouble and his take away was we are opening the economy only and you have to pump more money in than you think you do. there is no consequence for overdoing it, but there is a consequence for underdoing it because you don't have a strong enough economy and workers don't feel content i think i would look for joe biden to, one, move fast i have never seen more people spending time on the...
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Nov 3, 2020
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or something closer to president obama's? >> president trump did some things right on china, but he did them in the wrong way. he tried to attack china unilaterally you simply can't do that it has to be a multilateral approach president trump didn't know how to play with his allies. didn't know how the solicit them coordinate with them or get them to help us harness china and keep them and make them play by the rules. joe biden will use our allies use a multilateral approach and hem china in so they have to apply by the rules or all of us will stop them from gaining from their cheating >> wanted to ask you specifically richard about prop 22 the ballot measure in california that uber and lyft and so many other gig economy companies have been spending to get past to keep their workers as independent contractors i know you oppose it but uber and lyft threatened to pull out of california if it goes against them why do you think that is the wrong thing? >> that's a joke they are not going to pull out of california. it is too big o
or something closer to president obama's? >> president trump did some things right on china, but he did them in the wrong way. he tried to attack china unilaterally you simply can't do that it has to be a multilateral approach president trump didn't know how to play with his allies. didn't know how the solicit them coordinate with them or get them to help us harness china and keep them and make them play by the rules. joe biden will use our allies use a multilateral approach and hem china...
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Nov 3, 2020
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cut, but that said -- >> everyone thought on the republican side, you know, was it 11 years ago, when obama came into office that that was the end of the world and it wasn't we still moved on and everything worked out and we survived and i hear the same thing now with, you know, the democrats, in trump is r elected that the world is coming. if we have biden as president i think, you know, i think we'll still move on and we'll be all right. it won't be the end of the world. >> our tracking shows how arizonans feel about how the president has handled the economy. kelly, there's also one important proposition on the ballot today which would raise the highest tax bracket locally to 8% in this state. that would move arizona from a low tax to a high-tax state, at least for the upper income, and that's been one of its attractions for a lot of retirees. >> back to you. >> see, that's fascinating because that's one of those changes that will make a huge difference in the long run even if it goes under radar i'm curious, jane, as you've been to different poll sites have you seen poll observers >> yes
cut, but that said -- >> everyone thought on the republican side, you know, was it 11 years ago, when obama came into office that that was the end of the world and it wasn't we still moved on and everything worked out and we survived and i hear the same thing now with, you know, the democrats, in trump is r elected that the world is coming. if we have biden as president i think, you know, i think we'll still move on and we'll be all right. it won't be the end of the world. >> our...
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Nov 2, 2020
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obama won by over 100,000. we all hope for a clean election and a clean outcome. maybe know tomorrow night. when you look at the numbers and you dig into the math, county by county, some of the rules, it just seems like this could be a market event if it stretches on for a while, it could be something that we're not sure of as of midnight tomorrow night or early in the morning on wednesday but we all hope for a clean election, whatever the outcome may be, that's a fair statement. from belmont, michigan, i'm brian sullivan, on the road. >> road warrior. and it's a good point they're going to try to at least prepare those ballots to process them more quickly this is going to be an election night like none other. breen sulliv brian sullivan has been on the road for us all week cnbc will have election coverage all night long, agabegins at 7 . eastern time and goes until the dawn >> this morning's rally has faded. tech stocks are now the drag on the overall market we do have some sectors that are rallying nicely like industrials, caterpillar, materials, energy. energy
obama won by over 100,000. we all hope for a clean election and a clean outcome. maybe know tomorrow night. when you look at the numbers and you dig into the math, county by county, some of the rules, it just seems like this could be a market event if it stretches on for a while, it could be something that we're not sure of as of midnight tomorrow night or early in the morning on wednesday but we all hope for a clean election, whatever the outcome may be, that's a fair statement. from belmont,...
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Nov 2, 2020
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you have the devos name everywhere trump won the state by just 10,704 votes in 2016 obama won it by 450,000. you can see that swing the question will that voter that went from the democratic party to trump, will they stick around this time you have covid-19 coming on. we have an economy coming back we have a travel and leisure depression we called it one big variable, no the just for michigan, but in many of these states that we've gone to on this fairly epic road trip if i say so myself, is the young vote michigan passed what they call proposal 3, 2018 in a sense, made it a lot easier for people to vote by putting more ballot boxes in certain areas. so that may increase the young vote in fact, guys, michigan has been one of the states where we have seen the most young people jump up in their participation vis-a-vis requesting absentee ballots, registering votes, et cetera we already have a three million absentee ballots that have been submitted like many states they have started processing them but not counting. that is key. they're separating them. they want to count them as soon as -- as
you have the devos name everywhere trump won the state by just 10,704 votes in 2016 obama won it by 450,000. you can see that swing the question will that voter that went from the democratic party to trump, will they stick around this time you have covid-19 coming on. we have an economy coming back we have a travel and leisure depression we called it one big variable, no the just for michigan, but in many of these states that we've gone to on this fairly epic road trip if i say so myself, is...
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Oct 29, 2020
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for all, then she came out against it, but she's not at the top of the ticket listen, do you remember obama's first term the democrats had a supermajority and they had barely able to pass the affordable care act. i mean, even with no public option even if biden winds in a landslide, he won't have a supermajority. there is no universe where the democrats have the votes to pass single-payer in the next congress but the people who are freaked out and furiously dumping everything health care, they are in a panic and they do not care about those pesky details. everything i just said they're either ignoring or don't believe. if we get a blue wave, these negative nancies will come in next wednesday, too, and unlock the managed care stocks down 10%. the drug stop is going to lose 5% to 7% of their value. it's hard for them to go lower than that. they have bountiful dividends. it's going to be pure panic. when panicked sellers dump high-quality stocks, we got to be ready to buy, not sell. by midweek, thursday, i think the selling will abate merck reported a great quarter i saw mr. frazier on today he
for all, then she came out against it, but she's not at the top of the ticket listen, do you remember obama's first term the democrats had a supermajority and they had barely able to pass the affordable care act. i mean, even with no public option even if biden winds in a landslide, he won't have a supermajority. there is no universe where the democrats have the votes to pass single-payer in the next congress but the people who are freaked out and furiously dumping everything health care, they...
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Oct 26, 2020
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., that is very difficult for us to stay in business >> romney lost eerie county by 17% to obama in 2012, trump won it by only 2% converting a lot of blue collar union guys over to his parties though the union advocated for a democratic presidency, we'll see with consistent job losses if that america first pro-manufacturing message stands biden is trying to hit them on that as well biden was born and raised in pennsylvania it's hard to see a path to the white house without the keystone state coming along for the ride. that's why we're here. >> yup >> where to next, real quickly >> i can't tell you because it's called a tease but i can tell you this much. tomorrow's a driving day wednesday we'll be live in maybe the most important county in the most important state in the country. how's that for a tease >> that is an excellent one. brian, thank you as always brian sullivan tracking some of the most important counties for the election next tuesday. we'll see you to and ty >> thank goodness he likes to drive, i know that we got eight days to go till the election and wealthy investors are be
., that is very difficult for us to stay in business >> romney lost eerie county by 17% to obama in 2012, trump won it by only 2% converting a lot of blue collar union guys over to his parties though the union advocated for a democratic presidency, we'll see with consistent job losses if that america first pro-manufacturing message stands biden is trying to hit them on that as well biden was born and raised in pennsylvania it's hard to see a path to the white house without the keystone...
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Oct 20, 2020
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that will make sure there is more competition in the search market >> aneesh, do you regret during the obama administration that you guys weren't tougher on these teens of companies especially google and facebook and allowed them to become so powerful that it makes it more difficult now to regulate them we had a commission exploring all of these aspects of harm their justification at the time was that the evidence did not merit action i have faith in the ftc's research at the time and faith in the process that's under way today. facts change, markets emerge search through mobile devices has vastly exceeded what you would normal low think of as desktop search the definition of the market itself is also evolving. i believe we had the ride judgment then, and i believe the similar processes will render the right judgment now, even if the actions will be ditch. >> what do you make of the timing of all of this so close to an election >> look i think you have to discount the actions because the team that's filed these accusations today from the justice department may not be around in a few months i
that will make sure there is more competition in the search market >> aneesh, do you regret during the obama administration that you guys weren't tougher on these teens of companies especially google and facebook and allowed them to become so powerful that it makes it more difficult now to regulate them we had a commission exploring all of these aspects of harm their justification at the time was that the evidence did not merit action i have faith in the ftc's research at the time and...
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Oct 20, 2020
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we can't forget that back during the obama administration, there was another investigation that didn't result in any structural changes at google. essentially, concluded there was mixed motives within the company. there is, yes, the desire to hobble rivals. but also a desire to advance products that are free >> that's a good point i think what changed, i think the kind of public consciousness has changed. there's a lot more support, i think, for a lawsuit against big tech i also think a big change since eight years ago is the sense that these companies aren't going anywhere you know, i think there was a question -- well, you know, there is still relatively young. are they going to stick around or are we going to be talking about someone else in in eight years? we're still talking about google and facebook eight years later i think that's a big difference. >> that sentiment, though, has existed in europe and european regulators have been at the forefront of these sort of changes and charges against the big tech giants. are there any lessons that we can learn from the other side of the a
we can't forget that back during the obama administration, there was another investigation that didn't result in any structural changes at google. essentially, concluded there was mixed motives within the company. there is, yes, the desire to hobble rivals. but also a desire to advance products that are free >> that's a good point i think what changed, i think the kind of public consciousness has changed. there's a lot more support, i think, for a lawsuit against big tech i also think a...
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Oct 15, 2020
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last time around >> you didn't get -- hillary didn't get as much union worker voter support as barack obama did in the 2016 election i know more than 50% went to hillary but it wasn't as wide of a margin. >> it wasn't trump got 3% more of our members than myth romney did unfortunately, hillary got 10% less of our members. hillary made some bad statements and then i think they are campaign faltered. but that's behind the scenes it doesn't matter right now. because hillary and joe biden are two different people joe biden has a 40-year career of standing up for working people i have known joe for 40 consecutive years. i have talked to him he's been with us. he's been to our picket lines. he's been the our union halls. he stands up for workers and he says he is going to be the best worker president that the country has ever seen, and i believe him, because he has a program will deliver he has a program that will deliver for workers. he will end this covid virus, save workers on the job, protect health and safety and allow us to organize unions and give us a voice on the job >> richard, good to
last time around >> you didn't get -- hillary didn't get as much union worker voter support as barack obama did in the 2016 election i know more than 50% went to hillary but it wasn't as wide of a margin. >> it wasn't trump got 3% more of our members than myth romney did unfortunately, hillary got 10% less of our members. hillary made some bad statements and then i think they are campaign faltered. but that's behind the scenes it doesn't matter right now. because hillary and joe...
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Oct 9, 2020
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that -- that these companies are beneficiaries of cap "x" spending that has been improving since the obama administration and we expect to see continue so we like cyclicals in the near term and like tech for the next three to five years because we think the multiplier effects there are compelling as work situations change and all behaviors. >> and i should note that the nasdaq is well outperforming today, up 1.2% to the dow's half a percent gain nancy, on that point are you kind of excited at the prospect of this amd/xilinx tie-up, and what implications would it have? >> i'm sorry i didn't buy xilinx i had it on my watch list and i missed it. that's the nature of this business, in a perpetual state of dissatisfaction always, and i think the m & a activity is important to some of the companies that have -- that you don't have the growth potential on their own and can be much more powerful together so, you know, the lower interest rate comment is absolutely correct and also the fact that these companies are growing the top line exponentially in many cases and so they have the cash and the wh
that -- that these companies are beneficiaries of cap "x" spending that has been improving since the obama administration and we expect to see continue so we like cyclicals in the near term and like tech for the next three to five years because we think the multiplier effects there are compelling as work situations change and all behaviors. >> and i should note that the nasdaq is well outperforming today, up 1.2% to the dow's half a percent gain nancy, on that point are you kind...
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Oct 8, 2020
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you think good or bad, but there was a lot of regulations and rules that were put in under president obama's administration that should have curbed business but did not. they figured out a way to do it. i think the same thing is going to happen here, kelley, be it a stimulus bill that's free money or not. >> terri, quick final word i mentioned korea is one area you like anything else under the radar? >> yeah, there is. i disagree that we don't need fiscal stimulus. the fed has been extremely accommodative, but in the recession, interest rate sensitive things like housing, like real estate, those were the areas that were the big problems that low interest rates could help that's not the case. low interest rates don't create jobs in the travel sector, for instance, so i think stimulus is very important how to close it up, how to play, emerging market equities, like korea, how they've been managing the economic crisis, and we also think treasury bonds make a lot of sense rates will not just be longer for longer, they'll be lower forever. we think that barbell strategies allows you to cushion yo
you think good or bad, but there was a lot of regulations and rules that were put in under president obama's administration that should have curbed business but did not. they figured out a way to do it. i think the same thing is going to happen here, kelley, be it a stimulus bill that's free money or not. >> terri, quick final word i mentioned korea is one area you like anything else under the radar? >> yeah, there is. i disagree that we don't need fiscal stimulus. the fed has been...
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Oct 1, 2020
10/20
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look back over the last say, 11 or 12 years the the biopharmaceutical industry did very well under the obama administration and much less under a trump administration president trump is very tough on the biopharmaceutical industry you know, even talking about imports and importing prices from other countries with more socialistic systems. i think that health care is goi be under scrutiny for a long period of time we have to come up with better ways to provide more access and more affordable health care for all. and that's just going to be a topic of debate for, you know, until we solve it which may take several years. >> brent, thank you for come on and talking to us about your mune project. >> thank you for having me thank you wilfred. >> our pleasure. >> brent saunders. >> wall street's earnings expectations on the rise up next, mike santoli will have a look at whether a massive profit snap back is realistic for next year. reminder, you can watch or listen to us live on the go on the cnbc app >>> stocks finish the session higher after twists and turns over stimulus negotiations tech led th
look back over the last say, 11 or 12 years the the biopharmaceutical industry did very well under the obama administration and much less under a trump administration president trump is very tough on the biopharmaceutical industry you know, even talking about imports and importing prices from other countries with more socialistic systems. i think that health care is goi be under scrutiny for a long period of time we have to come up with better ways to provide more access and more affordable...
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Oct 24, 2019
10/19
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people complain during obama administration, they are going to kill us with taxes. eight years and the rich got richer not one of my friend net worth went down. >> bank of america out with a note that supports that sentiment. that he analyzed her recent statements quote mentions of wall street have fallen dramatically while mentions of health care have skyrocketed. we main market weight health care on the ongoing regulatory pressure financials looks far more attractive health care and tech have received bipartisan scrutiny in terms of that general sentiment i had an off the record with a ceo of the major banks recently, and it was sort of similar to suggest, look, we do all accept there's been growing inequality particularly since qe and rebasing that would make sense the question is how and does it go to the extreme. if because of a balanced congress the extreme is taken off the table then it's slightly different in terms -- >> the prediction market are still saying at least 75% the senate remains republican. in which case you can have a lot of soaring rhetoric abo
people complain during obama administration, they are going to kill us with taxes. eight years and the rich got richer not one of my friend net worth went down. >> bank of america out with a note that supports that sentiment. that he analyzed her recent statements quote mentions of wall street have fallen dramatically while mentions of health care have skyrocketed. we main market weight health care on the ongoing regulatory pressure financials looks far more attractive health care and...
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Oct 18, 2019
10/19
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. >> reminded me of a barack obama political speech in the runup to the 2008 election. he put forth broad political american ideals that we can all get behind andsaying this is what facebook stands for, but roger, to your point, i'm not sure that's what the issue is with facebook now. you listen to some of this, yeah, that makes sense, kind of agree. he was arguing for facebook being the internet as opposed to being a platform for targeted messaging. >> and i would bring in the point on this, but with a little different spin in my mind mark's framing of the thing is incredibly self serving. the challenge for regulators is you don't want facebook to be a monopoly of public square, which it essentially already is. you don't want google having that level of dominance. what you want to do is use regulation to change the business model you want to force them out of the model they have today because that model, surveillance capitalism, is undermining so many different aspects of social life in the country. not just democracy but also public health and privacy. i think you hav
. >> reminded me of a barack obama political speech in the runup to the 2008 election. he put forth broad political american ideals that we can all get behind andsaying this is what facebook stands for, but roger, to your point, i'm not sure that's what the issue is with facebook now. you listen to some of this, yeah, that makes sense, kind of agree. he was arguing for facebook being the internet as opposed to being a platform for targeted messaging. >> and i would bring in the...
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Oct 16, 2019
10/19
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should have been criminally prosecuted, but got -- but stated, they did skate that justice department, obama justice department failed. and you know there are -- books written about how they fail. i just felt -- i finished and said, geez, i really like a lot of these candidates, but they have got to stop talking about how business is the center of all evil business is the greatest platform for change today. >> they probably will stop, once we get past -- we're in the primary season. >> i know. look, i think it is interesting that bernie sanders is a socialist. what do i -- socialist what do i expect rhetoric he's a capitalist he's a stated socialist, like, you know, the great socialist of france during the -- i live in a communist -- i have a house in a communist regime in italy. communist. called a commune it is different. they come in, they tell you what to spend, what to do, they take your money and say, hey, what did you think? what did you think it is communist for heaven's sake socialist is a little bit better at least they don't tell me what crop i need to grow. >> it is not as though
should have been criminally prosecuted, but got -- but stated, they did skate that justice department, obama justice department failed. and you know there are -- books written about how they fail. i just felt -- i finished and said, geez, i really like a lot of these candidates, but they have got to stop talking about how business is the center of all evil business is the greatest platform for change today. >> they probably will stop, once we get past -- we're in the primary season....
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Oct 10, 2019
10/19
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jay carney, obama's press secretary, doesn't feel the white house is working in the best interest of the country says virtually with no exception, everyone i dealt with in previous administrations, whether i personally agreed or disagreed with the right policy decisions or way to approach things, i never doubted they were patriots. i don't feel that way now. comment of where the country is now. >> yes and a very strong statement from amazon they have been the president's punching bag his entire tenure, has taken it by taking blows this is clearly a deliberate move to say okay, we're going to dig in here. jay carney is the perfect one to comment, he worked in the white house, can comment on the prior administration this is obviously a deliberate move interesting to see where it goes from here. >> neil, what message do you think it sends people who are in the president's camp are going to dismiss this, not only as somebody from amazon but somebody that worked in the obama administration, but people in tech and tech policy that might be sympathetic to this position, people that watched
jay carney, obama's press secretary, doesn't feel the white house is working in the best interest of the country says virtually with no exception, everyone i dealt with in previous administrations, whether i personally agreed or disagreed with the right policy decisions or way to approach things, i never doubted they were patriots. i don't feel that way now. comment of where the country is now. >> yes and a very strong statement from amazon they have been the president's punching bag his...
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Oct 7, 2019
10/19
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by executive order, both positively and negatively, the for profits were impacted negatively in the obama administration certainly, those stocks until recently were all hitting new highs. they've only recently began to roll over. >> for more investment ideas from the biggest games in business, visit deliveringalpha.com. >>> legendary stock picker jim at the delivering alpha conference for more ideas visit deliveringalpha.com. one of the headlines made that day longe with lee cooperman talking about elizabeth warren. >> setting the stage for bigger, broader market discussions as senator warren picks up steam here in the polls. a name i'm watching is smile direct that stock down about 4% despite the fact that you've had a flurry of analyst notes initiating coverage. largely bullish after we had the ipo last month stock still under pressure though >> yeah. apple flirting with an all-time high what a defrps a few reports and positive rumors about an iphone, when is the last time we had that, it's been years. >> now we want to believe nikkei obviously the week is going to have a few earnings s
by executive order, both positively and negatively, the for profits were impacted negatively in the obama administration certainly, those stocks until recently were all hitting new highs. they've only recently began to roll over. >> for more investment ideas from the biggest games in business, visit deliveringalpha.com. >>> legendary stock picker jim at the delivering alpha conference for more ideas visit deliveringalpha.com. one of the headlines made that day longe with lee...
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Sep 30, 2019
09/19
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where do you go here in health care >> i equate it to when obama was president, you had obamacare and everyone got ahead of it they oversold it and it was an overcorrection i think all of these names will be buyable the closer we get to the election, i don't think trump is getting ousted i think that he's not going to lose, so i think all of these are going to be buys the closer we get. >> wasn't unh your final trade the other day? >> yeah. and the market has priced in an enormous amounting if we saw senator warren increase at least her standing, i think people would start to do the math i think the market has begun to do the math. we've been doing the math on this show for political risk for the last 13 years. to me it's always been an opportunity to buy unh on the eve of elections was a $140 stock it traded to a high of about $280 and the multiple grew about 30%. i think where you've gotten it back here around 220 and a multiple that's around 16 times is very attractive for this company. >> where else do you think is defensible in light of political turmoil? >> steve, you're makinga
where do you go here in health care >> i equate it to when obama was president, you had obamacare and everyone got ahead of it they oversold it and it was an overcorrection i think all of these names will be buyable the closer we get to the election, i don't think trump is getting ousted i think that he's not going to lose, so i think all of these are going to be buys the closer we get. >> wasn't unh your final trade the other day? >> yeah. and the market has priced in an...
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Aug 27, 2019
08/19
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democrat or republican is a great way to lose money i know so many conservatives that hate president obama. they let that drive their decision making and missed out on huge gains. people on the other side of the spectrum making the same mistake with president trump likes and dislikes will lead you astray consider yesterday trump said he got two phone calls from the chinese and want to make a deal and he denied it first, you got to admit, those calls were well timed. if the calls happened, they were let's say perfect. coming into monday morning it seemed like we would have a huge stock market decline people didn't get to sell as much as they wanted to on friday so the setup was ugly and things could have gone off the rails. then we hear about the calls and the market comes roaring back. whether or not trump was telling the truth, that was always going to be a positive for stocks because it showed he was willing to talk rather than continue to ratchet up tensions. you can hate trump you can roof a recession so he'll get booted out of office but can't let that call your approach to the stock
democrat or republican is a great way to lose money i know so many conservatives that hate president obama. they let that drive their decision making and missed out on huge gains. people on the other side of the spectrum making the same mistake with president trump likes and dislikes will lead you astray consider yesterday trump said he got two phone calls from the chinese and want to make a deal and he denied it first, you got to admit, those calls were well timed. if the calls happened, they...
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Jul 31, 2019
07/19
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obama gets credit for 1.7% stocks to watch is next. "squawk box" will be right back. people know aflac. aflac! but not when to use it. do i use aflac when the kids get slime in the plumbing? no. that's home owner's insurance. slime in my motorcycle. no. that's motorcycle insurance. slime everywhere? ughhh nooo, there's no insurance for that. do they help when i have bills health insurance doesn't cover? yeah! that's it! aflac! gross guys. get help with expenses health insurance doesn't cover. get to know us at aflac.com you should be mad at leaf blowers. [beep] you should be mad your neighbor always wants to hang out. and you should be mad your smart fridge is unnecessarily complicated. but you're not mad, because you have e*trade which isn't complicated. their tools make trading quicker and simpler. so you can take on the markets with confidence. don't get mad. get e*trade and start trading today. >>> ge out with some results adjusted profit of 17 cents a share was 5 cents above estimates. revenue beat wall street forecasts. joining us now for more on these numbers,
obama gets credit for 1.7% stocks to watch is next. "squawk box" will be right back. people know aflac. aflac! but not when to use it. do i use aflac when the kids get slime in the plumbing? no. that's home owner's insurance. slime in my motorcycle. no. that's motorcycle insurance. slime everywhere? ughhh nooo, there's no insurance for that. do they help when i have bills health insurance doesn't cover? yeah! that's it! aflac! gross guys. get help with expenses health insurance...